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Mizuho Financial
MFG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
376
Ares Financial Consulting
California
$19.1K – – –
HWP
377
Highline Wealth Partners
California
$17.8K +$656 +73 +4%
SWM
378
SHP Wealth Management
Massachusetts
$17.7K +$1.36K +151 +9%
ZBNA
379
Zions Bancorporation, National Association
Utah
$17.5K – – –
CAL
380
Capital Analysts LLC
Pennsylvania
$17K -$745 -83 -4%
FMP
381
Financial Management Professionals
Texas
$16.6K -$1.41K -157 -8%
FCAS
382
First Command Advisory Services
Texas
$15.5K +$9.35K +1,041 +180%
CFM
383
Cornerstone Financial Management
Massachusetts
$14K +$8.1K +902 +160%
APFP
384
Action Point Financial Planning
Michigan
$13.5K +$12.7K +1,415 New
BFS
385
Bare Financial Services
Pennsylvania
$13.2K +$10.5K +1,169 +567%
GTAM
386
Global Trust Asset Management
Florida
$12.7K – – –
KG
387
Kilter Group
New York
$12.4K +$10.8K +1,203 +1,253%
JWM
388
JPL Wealth Management
Colorado
$11.9K +$4.13K +460 +58%
AAS
389
Ameritas Advisory Services
Nebraska
$11.4K +$10.7K +1,189 New
PWA
390
Physician Wealth Advisors
Utah
$11.3K +$3.85K +429 +57%
ST
391
Smithfield Trust
Pennsylvania
$10K – – –
PWA
392
Principia Wealth Advisory
Texas
$9.93K +$772 +86 +9%
GJIA
393
Glass Jacobson Investment Advisors
Maryland
$9.58K – – –
EI
394
EFG International
$9.57K – – –
BFPW
395
BOK Financial Private Wealth
Colorado
$9.28K +$8.7K +969 New
SWM
396
Spire Wealth Management
Virginia
$8.43K – – –
MNA
397
Manning & Napier Advisors
New York
$7.59K -$9 -1 -0.1%
RWS
398
Retirement Wealth Solutions
Wisconsin
$7.44K +$287 +32 +4%
APW
399
Aventura Private Wealth
Florida
$7.33K +$6.87K +765 New
NP
400
Ninepoint Partners
Ontario, Canada
$7.2K +$4.2K +467 +164%
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